Workflows are designed for marketing teams to automate complex processes. They operate based on triggers – events that start a series of predefined actions.
Main workflow functions:
Automatic triggering: They are activated based on a trigger, such as filling out a form, changing a property in CRM, or completing another workflow.
Marketing emails: Allows you to send visually rich emails, such as newsletters or promo messages.
Internal communication: Workflows can send notifications to team members (e.g. “Mr. Smith visited the pricing page – contact him”).
For example, Conditions and branching: Based on set criteria, they can latvia phone number list decide what actions will follow.
Large audiences: Ideal for reaching a wide range of contacts.
Example of use:
The client downloads the e-book from your website. Workflow automatically:
Sends a welcome email with a thank you note.
For example, After two days, it sends an email with an offer of related products.
If the client clicks on the link in the email, it creates an alert for the merchant.
What are sequences?
Sequences are designed for sales teams and their main goal is to facilitate the communication process between a salesperson and a potential customer.
Main functions of sequences:
Sales emails: They send personalized 1-on-1 emails that feel natural and non-invasive.
Manual Trigger: Contacts are added to the sequence manually, choose the best wordpress template: expert tips either individually or in bulk.
Auto-logout: Contacts are automatically logged out of the sequence when they reply to an email or book a meeting.
Simple automation: Suitable for leads that have already been communicated with in the past (bottom-of-the-funnel leads).
Example of use:
The lead made an appointment but didn’t show up. The sequence can:
Send the first email with a reminder and a proposal for a new date.
Automatically send a second email asking for feedback after three days.
Once the lead responds, they are automatically unsubscribed from the sequence.
Main differences in a nutshell
Function Workflows Sequence
Availability Professional and Enterprise workflows licenses Professional and Enterprise licenses
Email type Marketing (newsletters, promos) 1-on-1 sales emails
Starting Automatic based on triggers Adding a contact manually
Flexibility Conditions, branching, complex actions Direct sequence of steps
Audience Wide audience Individual contacts
Automatic unenrollment Based on conditions in CRM Reply or book a meeting
Main differences between sequences and workflows
While sequences and workflows are both automation tools in HubSpot, there are key differences between them:
Purpose: Sequences are primarily used for sales outreach virgin islands send and follow-up communication, while workflows are mainly used for marketing automation.
Timing: Sequences are time-driven and follow a predetermined schedule. Workflows, on the other hand, are triggered by events or specific criteria.
Complexity:
Workflows offer more advanced features and flexibility. They allow you to create complex automated processes with branching and conditions. Sequences are simpler and focused on sequential contacting.
When to use sequences in HubSpot
Sequences are ideal for salespeople who want to streamline their outreach process and increase their productivity. They are especially useful in these situations:
For example, Lead Follow-up: Automate follow-up workflows with leads who have shown interest in your product or service.
Lead nurturing: Create a sequence for regularly contacting and guiding leads through the sales funnel.
Sales outreach: Use sequences to reach new prospects and generate sales opportunities.
Meeting Scheduling: Automate the process of scheduling meetings or demo presentations with your leads.
Closing Deals: Keep leads aware of your offer and close deals more effectively.
For example, Thanks to sequences, you will save time, increase efficiency, and improve overall sales success.
What are workflows good for?
Workflows are a useful tool for marketing teams looking to automate campaigns and better nurture their leads. They are useful in cases such as:
Lead nurturing: Send targeted and personalized content based on behavior, interests, or stage of the buying process.
Lead Scoring: Automatically score leads based on their activity and focus on the most qualified ones.
Email Marketing: Automate email campaigns by delivering the right content to the right people at the right time.
Customer onboarding: Welcome new customers, ease their transition to your product or service, and ensure a smooth start.
Upselling and cross-selling: Identify opportunities to upsell or cross-sell with existing customers.
Use workflows to save time, provide personalized experiences, and increase your marketing return on investment (ROI).